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Search Results: 12
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12 matches for " china manufacturing":

ASIAN DATA WRAP 30 Sept 2019 (Publication Centre)

China's manufacturing PMIs suggest the private sector is recovering ahead of SoEs. China's non-manufacturing PMI again masks construction/services cross currents. Japan's industrial production continues to languish. OK so now Japanese households are front-loading spending. Korean IP corrects from the bumper July; the momentum from the Q2 recovery is waning.

ASIAN DATA WRAP 2 Dec 2019 (Publication Centre)

China's manufacturing PMIs turn less grim, but look unsupported, for now. China's non-manufacturing PMI receives a one-off singles day boost. Japan's capex data suggests Q3 upgrade. Net trade is shaping up to be a drag on Q4 GDP, as Korean exports remained weak in November. Korea's exit from deflation is complete, thanks largely to more favourable base effects. Korea's PMI jumps in November... and that's before the likely sentiment boost from normalising ties with Japan.

ASIAN DATA WRAP 31 July 2019 (Publication Centre)

China's manufacturing PMI edged up in July. Services in China are finally starting to feel the pinch. Korean IP looks poised for a stronger increase in July, notwithstanding Japan's export curbs.

ASIAN DATA WRAP 31 May 2019 (Publication Centre)

China's manufacturing PMI was poised for major disappointment... the trade war impact is clear. Don't be fooled by the relative stability of China's non-manufacturing PMI. Japan's March unemployment uptick was early; April was payback. Japan's CPI inflation has peaked. Japan's industrial production ticks up after extreme weakness; don't hold your breath for the recovery. Japan's consumers in poor shape, but maybe it's not that bad. The upswing in Korean industrial production likely to take a breather this month. The BoK holds firm, despite rising calls for a rate cut.

ASIAN DATA WRAP 31 Oct 2019 (Publication Centre)

BoJ remains in an alternate reality in order to avoid a rate cut, underlining its concerns over damage to the financial sector. Chances of a serious PBoC blunder are rising. No "Phase 1" sentiment lift for Chinese manufacturers. A sharp fall in China's official services gauge was due. This probably is as good as it'll get for Japanese industrial production. Korean industrial production remains volatile, but the trend is decisively up.

ASIAN DATA WRAP 1 July 2019 (Publication Centre)

Tankan reinforces our impression of a nasty Q2. China's manufacturing PMIs show why the authorities are eager for a trade deal. China's non-manufacturing sector holds steady for now. Korean exports disappointed in June, but this probably is as bad as it will get. Ignore Korea's volatile PMI readings... sentiment is improving gradually.

7 December 2018 German Manufacturing is Recovering, but Watch Out for Base Effects in Q4 (Publication Centre)

The tepid recovery in German manufacturing continued in at the start of Q4. Factory orders edged higher by 0.3% month-to-month in October, boosted by a 2.9% month-to-month increase in export orders, primarily for capital and intermediate goods in other EZ economies.

1 May 2019 What Will Chair Powell say About Strong Q1 Growth and Low Inflation (Publication Centre)

The FOMC meeting today will be a non-event from a policy perspective but we are very curious to see what both the written statement and the Chair will have to say about the unexpected strength of the economy in the first quarter.

11 June 2019 Chile's Central Bank Folded in the Face of the Trade War (Publication Centre)

The border security agreement between the U.S. and Mexico has strengthened hopes that the Sino- U.S. trade war will end soon.

15 February 2019 Seasonal Problems and Sampling Error Explain December's Sales Drop (Publication Centre)

We can't remember the last time a single economic report was as surprising as the December retail sales numbers, released yesterday.

17 May 2019 The China-led Industrial Downturn is Ending, Trade War Permitting (Publication Centre)

Evidence in support of our view that the U.S. industrial slowdown is ending continues to mount, though nothing is yet definitive and the re-escalation of the trade war is a threat of uncertain magnitude to the incipient upturn.

1 March 2019 China's Latest PMIs Give no Reason for Hope Trade Partners Beware (Publication Centre)

Chinese data still are in the midst of Lunar New Year-related noise, so take February's PMIs with a pinch of salt, even though they ostensibly are adjusted for seasonal effects.

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